Easy Invoice Customizations in QuickBooks 2013 - dummies

Easy Invoice Customizations in QuickBooks 2013

By Stephen L. Nelson

The Basic Customization dialog box in QuickBooks 2013 provides you with several easy-to-make invoice customization choices. To identify which invoice form template you want to customize, double-click the Manage Templates button; then, when QuickBooks displays the Manage Templates dialog box, choose the invoice template you want to customize. QuickBooks initially supplies a custom invoice template and a finance charge template you can customize.


As you make these customizations QuickBooks updates the Preview box shown on the right half of the Basic Customization dialog box so you can see what your changes look like.


Alternatively, you can click one of these existing templates and then click Copy to create and then customize it. When you click OK, QuickBooks closes the Manage Templates dialog box and returns you to the Basic Customization dialog box.

To add a logo to your invoices, select the Use Logo check box. Then, when QuickBooks displays the Select Image dialog box (not shown), use it to select the graphic-image file that shows your logo. The Select Image dialog box works like a standard Windows open-file dialog box.

To add color to your invoices — say you have a color printer and you don’t care if you spend a small fortune on colored ink — select the color scheme you want to use from the Select Color Scheme drop-down list. Then click the Apply Color Scheme button.

You can choose the font that QuickBooks uses for the bits of text that go on an invoice. Just select the bit of text you want from the Change Font For list box and click the Change Font button. QuickBooks displays the Example dialog box.


Use its Font, Font Style, and Size boxes to specify what the selected bit of text should look like. The Example dialog box includes a Sample box that shows how your font changes look. When you complete your specification of the font, click OK.

The Company & Transaction Information options let you indicate what information should appear on the form template. You select the check box that corresponds to the bit of information. If you want the company name to appear on the invoice form — this means you aren’t using letterhead or preprinted invoice forms — select the Company Name check box.

If you need to change some bit of company information, click the Update Information button. QuickBooks then displays the Company Information dialog box, which you can use to edit or update your company name, address, telephone number, and so on.